See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $61,957 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,885 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,259 |
THE ANGELL PENSION GROUP, INC.5+ years Filed as: THE ANGELL PENSION GROUP INC Service code 29 | Legal | $11,812 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 29 · EIN 04-2530412 | Legal | $500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,597 | $58,523+119.7% | $99,443+29.3% | $72,985+76.2% |
| Participation rate | 91.7% | 64.6%+27.0pp | 73.8%+17.8pp | 69.5%+22.2pp |
| Annual return | 20.43% | 28.51%-8.1pp | 30.72%-10.3pp | 81.00%-60.6pp |
| Employer contribution / active EE | $5,274 | $1,512+248.8% | $2,540+107.7% | $2,440+116.1% |
| Participant deferral / active EE | $15,636 | $2,606+500.0% | $3,619+332.1% | $3,607+333.5% |
| Admin fee / account holder | $548 | $4,102-86.6% | $6,250-91.2% | $5,124-89.3% |